-
Breaking out of the traditional allocation model to include a much broader range of investment categories and using relative strength principals to reallocate frequently may be one way to achieve stronger results for clients.
November 27 -
Tax reform legislation is unlikely to move forward this year, but municipal bond market participants shouldnt think that the threat to the tax exemption for munis is gone, observers in the market said.
November 26 -
Treasuries fluctuated before the government sells $32 billion of two-year notes as part of $96 billion of coupon-bearing securities auctions this week.
November 25 -
What could cause the dollar to fall and inflation to rise? Planners should keep their eyes on three potential triggers.
November 23 -
Janet Yellens nomination to be chairman of the Federal Reserve won support from the Senate Banking Committee today in a 14-8 vote, moving her bid to be the Feds first female head to the Senate for confirmation.
November 21 -
The Fed will probably hold down its target interest rate long after ending $85 billion in monthly bond buying, and possibly after unemployment falls below 6.5% said the Fed chairman.
November 20 -
Fitch Ratings placed the BBB-minus rating of Puerto Rico's general obligation bonds on rating watch negative, citing in part concerns about market access.
November 18 -
With stocks increasingly expensive and bond returns paltry -- what’s an advisor to do?
November 15 -
Advisors face two key questions: How much exposure to have, and whether to shorten durations to gird for a rate increase.
November 14 -
Firms should reach out to clients early to pre-empt potential downturn in their portfolios, FINRA said.
November 12 -
Municipal managers and strategists, still reeling from Detroit's bankruptcy, the surge in Puerto Rico yields, and a mid-year sell-off that was the worst in a quarter century, are getting their portfolios ready for the next expected hurdle as 2014 approaches another spike in interest rates.
November 8 -
Bill Gross no longer runs the worlds largest mutual fund.
November 4 -
Investor demand improved, despite the continuation of outflows from municipal bond mutual funds for a 23rd consecutive week, at $503 million for the week of Oct. 30.
November 4 -
Pimco, the bond manager that started expanding into stocks four years ago, hired Virginie Maisonneuve from Schroders to lead the push after Neel Kashkari left in January.
October 31 -
The agency's chief administrative law judge has dismissed a commission order instituting cease and desist proceedings against two UBS executives in Puerto Rico for allegedly misleading mutual fund investors.
October 31 -
U.S. government bonds are acting more like equities than any time since before the credit crisis, makingTreasuries a hidden risk to investors becalmed by the prospect of the Federal Reserve prolonging stimulus into 2014.
October 28 -
Nearly all advisors include international equities in portfolio construction so why would we exclude the even larger asset class of international bonds?
October 25 -
The SEC is conducting nationwide, "limited scope examinations" of certain mutual funds that invest in Puerto Rico securities, according to a document obtained by The Bond Buyer and knowledgeable sources.
October 25 -
Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.
October 20 -
A bond ladder can mitigate interest rate risk, but individual bonds require in-depth research. The diversification of a fund tempers credit risk, but be wary of extended duration.
October 19






